by Touch Stone Publishers | Jun 15, 2026
The Fed froze the stress capital buffer through 2027, which means the June 24 results are the first stress test in years that cannot move a single bank’s capital requirement. The reaction function has changed. The number stopped mattering before it was ever...
by Touch Stone Publishers | Jun 11, 2026
The Signal Global oil demand will fall by 1.1 million barrels per day in 2026, according to the EIA’s June Short-Term Energy Outlook, a 2.3 million b/d downward swing from the agency’s February growth forecast. The revision lands while 11.3 million b/d of...
by Touch Stone Publishers | Jun 10, 2026
The Signal Capital has removed more than two trillion dollars of market value from the software sector since late January, and the selling is concentrated where revenue is priced per seat. The iShares Expanded Tech-Software ETF (IGV) is down 30 percent from its...
by Touch Stone Publishers | Jun 8, 2026
SECTOR INTELLIGENCE DAILY · FINANCIALS · JUNE 8, 2026 The Basel III Endgame re-proposal stops taking comment on June 18, and the version that survived the second draft does something the 2023 draft never did: it lowers aggregate capital and re-prices...
by Touch Stone Publishers | Jun 7, 2026
SECTOR INTELLIGENCE | AI-FIRST CULTURE The AI Workforce File Is Coming Before Most Boards Have a Reporting Ritual Congress, the SEC, and the USPTO are converging on one practical expectation: if AI changes labor, operations, or invention, leadership needs an evidence...
by Touch Stone Publishers | Jun 4, 2026
Sector Intelligence | AI-First Culture Insurance Regulators Are Piloting the AI Exam File. Governance Language Is No Longer Enough. The NAIC has moved AI oversight from principles toward governance, documentation, and examination mechanics across underwriting,...
